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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,101 | $185,312-89.2% | $161,489-87.6% | $154,746-87.0% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 20.17% | 103.84%-83.7pp | 89.72%-69.6pp | 172.34%-152.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,511 | $6,350-29.0% | $5,630-19.9% | $6,730-33.0% |
| Admin fee / account holder | $33 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |